JEROME A AND ESTELLE R NEWMAN ASSISTANCE FUND INC: Form 990PF, tax year 2025
View the entire original 990 at ProPublica ↗
- Organization
- JEROME A AND ESTELLE R NEWMAN ASSISTANCE FUND INC (EIN 13-6096241)
- Tax period
- 2025-07-01 to 2026-06-30
- Filed
- 2026-08-27
- IRS object ID
- 202602399349100610
- Schema version
- 2025v4.2
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990-PF
- Accounting Fees Schedule
- Investments Corp Bonds Schedule
- Investments Corp Stock Schedule
- Investments Govt Obligations Sch
- Other Expenses Schedule
- Other Professional Fees Schedule
- Taxes Schedule
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2026-08-27T10:41:05-05:00 | ReturnTs |
| Tax Period End | 2026-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 135600575 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | MEYER HANDELMAN COMPANY | BusinessNameLine1Txt |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | P O BOX 817 | AddressLine1Txt |
| City | PURCHASE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 105770817 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990PF | ReturnTypeCd |
| Tax Period Begin | 2025-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 136096241 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | JEROME A AND ESTELLE R NEWMAN | BusinessNameLine1Txt |
| Business Name Line2 | ASSISTANCE FUND INC | BusinessNameLine2Txt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | JERO | BusinessNameControlTxt |
| Phone | 5162794900 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | CO MGREENBERG 43 APPLETREE LANE | AddressLine1Txt |
| City | CARLE PLACE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11514 | ZIPCd |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | MICHAEL GREENBERG | PersonNm |
| Person Title | TREASURER | PersonTitleTxt |
| Phone | 5162794900 | PhoneNum |
| Signature | 2026-08-27 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | ELENA LOWENTHAL CPA | PreparerPersonNm |
| PTIN | P01786197 | PTIN |
| Phone | 9149394060 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2025 | TaxYr |
| Build TS | 2025-03-06 01:10:19Z | BuildTS |
Form 990-PF IRS990PF
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization501c3 Exempt PF | Yes (X) | Organization501c3ExemptPFInd |
| FMV Assets EOY | $15,830,271 | FMVAssetsEOYAmt |
| Method Of Accounting Cash | Yes (X) | MethodOfAccountingCashInd |
Analysis Of Revenue And Expenses AnalysisOfRevenueAndExpenses
| Field | Value | IRS element (for citing) |
|---|---|---|
| Schedule B Not Required | Yes (X) | ScheduleBNotRequiredInd |
| Dividends Rev And Expnss | $287,350 | DividendsRevAndExpnssAmt |
| Dividends Net Invst Incm | $287,350 | DividendsNetInvstIncmAmt |
| Net Gain Sale Ast Rev And Expnss | $774,967 | NetGainSaleAstRevAndExpnssAmt |
| Gross Sales Price | $4,993,435 | GrossSalesPriceAmt |
| Cap Gain Net Incm Net Invst Incm | $774,967 | CapGainNetIncmNetInvstIncmAmt |
| Total Rev And Expnss | $1,062,317 | TotalRevAndExpnssAmt |
| Total Net Invst Incm | $1,062,317 | TotalNetInvstIncmAmt |
| Comp Ofcr Dir Trst Rev And Expnss | $0 | CompOfcrDirTrstRevAndExpnssAmt |
| Comp Ofcr Dir Trst Net Invst Incm | $0 | CompOfcrDirTrstNetInvstIncmAmt |
| Comp Ofcr Dir Trst Dsbrs Chrtbl | $0 | CompOfcrDirTrstDsbrsChrtblAmt |
| Accounting Fees Rev And Expnss | $3,100 | AccountingFeesRevAndExpnssAmt |
| Accounting Fees Net Invst Incm | $0 | AccountingFeesNetInvstIncmAmt |
| Accounting Fees Chrtbl Prps | $0 | AccountingFeesChrtblPrpsAmt |
| Other Prof Fees Rev And Expnss | $110,293 | OtherProfFeesRevAndExpnssAmt |
| Other Prof Fees Net Invst Incm | $110,293 | OtherProfFeesNetInvstIncmAmt |
| Other Prof Fees Dsbrs Chrtbl | $0 | OtherProfFeesDsbrsChrtblAmt |
| Taxes Rev And Expnss | $14,575 | TaxesRevAndExpnssAmt |
| Taxes Net Invst Incm | $0 | TaxesNetInvstIncmAmt |
| Taxes Dsbrs Chrtbl | $0 | TaxesDsbrsChrtblAmt |
| Other Expenses Rev And Expnss | $8,314 | OtherExpensesRevAndExpnssAmt |
| Other Expenses Net Invst Incm | $7,564 | OtherExpensesNetInvstIncmAmt |
| Other Expenses Dsbrs Chrtbl | $750 | OtherExpensesDsbrsChrtblAmt |
| Tot Opr Expenses Rev And Expnss | $136,282 | TotOprExpensesRevAndExpnssAmt |
| Tot Opr Expenses Net Invst Incm | $117,857 | TotOprExpensesNetInvstIncmAmt |
| Tot Opr Expenses Dsbrs Chrtbl | $750 | TotOprExpensesDsbrsChrtblAmt |
| Contri Paid Rev And Expnss | $700,000 | ContriPaidRevAndExpnssAmt |
| Contri Paid Dsbrs Chrtbl | $700,000 | ContriPaidDsbrsChrtblAmt |
| Total Expenses Rev And Expnss | $836,282 | TotalExpensesRevAndExpnssAmt |
| Total Expenses Net Invst Incm | $117,857 | TotalExpensesNetInvstIncmAmt |
| Total Expenses Dsbrs Chrtbl | $700,750 | TotalExpensesDsbrsChrtblAmt |
| Excess Revenue Over Expenses | $226,035 | ExcessRevenueOverExpensesAmt |
| Net Investment Income | $944,460 | NetInvestmentIncomeAmt |
Form990 PF Balance Sheets Form990PFBalanceSheetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cash BOY | $81,526 | CashBOYAmt |
| Cash EOY | $13,440 | CashEOYAmt |
| Cash EOYFMV | $13,440 | CashEOYFMVAmt |
| Sav And Temp Cash Invst BOY | $940,628 | SavAndTempCashInvstBOYAmt |
| Sav And Temp Cash Invst EOY | $465,782 | SavAndTempCashInvstEOYAmt |
| Sav And Temp Cash Invst EOYFMV | $465,782 | SavAndTempCashInvstEOYFMVAmt |
| US Government Obligations BOY | $534,319 | USGovernmentObligationsBOYAmt |
| US Government Obligations EOY | $498,786 | USGovernmentObligationsEOYAmt |
| US Govt Obligations EOYFMV | $499,052 | USGovtObligationsEOYFMVAmt |
| Corporate Stock BOY | $5,599,576 | CorporateStockBOYAmt |
| Corporate Stock EOY | $6,205,976 | CorporateStockEOYAmt |
| Corporate Stock EOYFMV | $12,334,192 | CorporateStockEOYFMVAmt |
| Corporate Bonds BOY | $2,314,716 | CorporateBondsBOYAmt |
| Corporate Bonds EOY | $2,512,816 | CorporateBondsEOYAmt |
| Corporate Bonds EOYFMV | $2,517,805 | CorporateBondsEOYFMVAmt |
| Total Assets BOY | $9,470,765 | TotalAssetsBOYAmt |
| Total Assets EOY | $9,696,800 | TotalAssetsEOYAmt |
| Total Assets EOYFMV | $15,830,271 | TotalAssetsEOYFMVAmt |
| Total Liabilities BOY | $0 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $0 | TotalLiabilitiesEOYAmt |
| Org Does Not Follow FASB117 | Yes (X) | OrgDoesNotFollowFASB117Ind |
| Capital Stock BOY | $9,470,765 | CapitalStockBOYAmt |
| Capital Stock EOY | $9,696,800 | CapitalStockEOYAmt |
| Additional Paid In Capital BOY | $0 | AdditionalPaidInCapitalBOYAmt |
| Additional Paid In Capital EOY | $0 | AdditionalPaidInCapitalEOYAmt |
| Retained Earning BOY | $0 | RetainedEarningBOYAmt |
| Retained Earning EOY | $0 | RetainedEarningEOYAmt |
| Tot Net Ast Or Fund Balances BOY | $9,470,765 | TotNetAstOrFundBalancesBOYAmt |
| Tot Net Ast Or Fund Balances EOY | $9,696,800 | TotNetAstOrFundBalancesEOYAmt |
| Total Liabilities Net Ast BOY | $9,470,765 | TotalLiabilitiesNetAstBOYAmt |
| Total Liabilities Net Ast EOY | $9,696,800 | TotalLiabilitiesNetAstEOYAmt |
Chg In Net Assets Fund Balances ChgInNetAssetsFundBalancesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tot Net Ast Or Fund Balances BOY | $9,470,765 | TotNetAstOrFundBalancesBOYAmt |
| Excess Revenue Over Expenses | $226,035 | ExcessRevenueOverExpensesAmt |
| Other Increases | $0 | OtherIncreasesAmt |
| Subtotal | $9,696,800 | SubtotalAmt |
| Other Decreases | $0 | OtherDecreasesAmt |
| Tot Net Ast Or Fund Balances EOY | $9,696,800 | TotNetAstOrFundBalancesEOYAmt |
Cap Gains Loss Tx Invst Incm Detail CapGainsLossTxInvstIncmDetail
Cap Gains Loss Tx Invst Incm CapGainsLossTxInvstIncmGrp (72 entries)
| PropertyPropertyDesc | Gross Sales PriceGrossSalesPriceAmt | Cost Or Other BasisCostOrOtherBasisAmt | Gain Or LossGainOrLossAmt | Gains Minus Excess Or LossesGainsMinusExcessOrLossesAmt |
|---|---|---|---|---|
| FISERV INC . | $105,403 | $125,147 | -$19,744 | -$19,744 |
| CHEVRON CORP | $122,753 | $112,415 | $10,338 | $10,338 |
| ANALOG DEVICES INC. | $209,696 | $152,106 | $57,590 | $57,590 |
| CATERPILLAR INC. | $46,319 | $32,078 | $14,241 | $14,241 |
| DANAHER CORP | $104,000 | $113,616 | -$9,616 | -$9,616 |
| ASML HOLDING | $185,295 | $131,847 | $53,448 | $53,448 |
| ICU MEDICAL | $132,461 | $131,344 | $1,117 | $1,117 |
| AON PLC | $173,691 | $176,552 | -$2,861 | -$2,861 |
| ELI LILLY & CO | $102,341 | $73,918 | $28,423 | $28,423 |
| EATON CORPORATION | $100,141 | $86,908 | $13,233 | $13,233 |
| ABBOTT LABORATORIES | $135,976 | $121,267 | $14,709 | $14,709 |
| ROPER TECHNOLOGIES | $114,278 | $154,384 | -$40,106 | -$40,106 |
| COCA-COLA CO | $47,405 | $41,265 | $6,140 | $6,140 |
| WALT DISNEY CO | $21,060 | $22,887 | -$1,827 | -$1,827 |
| MOTOROLA SOLUTIONS | $71,670 | $68,441 | $3,229 | $3,229 |
| JP MORGAN CHASE | $175,035 | $24,668 | $150,367 | $150,367 |
| TJX COMPANIES | $58,501 | $26,501 | $32,000 | $32,000 |
| COOPER COS | $260,746 | $337,875 | -$77,129 | -$77,129 |
| AMETEK INC | $100,423 | $62,246 | $38,177 | $38,177 |
| PROCTER & GAMBLE | $161,660 | $124,850 | $36,810 | $36,810 |
| UNION PACIFIC CORP | $109,035 | $102,120 | $6,915 | $6,915 |
| ASTRAZENECA PLC | $53,812 | $33,704 | $20,108 | $20,108 |
| NEXTERA ENERGY | $54,186 | $46,707 | $7,479 | $7,479 |
| BANK OF AMERICA | $319,666 | $166,929 | $152,737 | $152,737 |
| BROADCOM INC | $66,052 | $11,410 | $54,642 | $54,642 |
| ZOETIS INC CL A | $22,460 | $23,640 | -$1,180 | -$1,180 |
| US TREAS NOTES 3% 7/15/25 | $100,000 | $99,689 | $311 | $311 |
| JP MORGAN PRIME MKT | $201,501 | $201,521 | -$20 | -$20 |
| ORACLE CORP | $29,837 | $25,796 | $4,041 | $4,041 |
| BOOT ALLEN HAMILTON | $23,446 | $26,176 | -$2,730 | -$2,730 |
| WESTERN DIGITAL CORP | $45,993 | $12,982 | $33,011 | $33,011 |
| MARSH COM | $53,936 | $14,476 | $39,460 | $39,460 |
| STRYKER CORP | $31,463 | $5,658 | $25,805 | $25,805 |
| US TREAS NOTES 4.25% 10/15/25 | $100,000 | $100,067 | -$67 | -$67 |
| CARLISLE COS | $11,466 | $8,987 | $2,479 | $2,479 |
| SPDR BLOOMBERG | $13,715 | $13,756 | -$41 | -$41 |
| ALPHABET INC | $23,517 | $20,124 | $3,393 | $3,393 |
| CME GROUP INC | $2,400 | $1,777 | $623 | $623 |
| ABBVIE INC | $864 | $420 | $444 | $444 |
| BROADRIDGE FINL. SOL. | $55,931 | $15,618 | $40,313 | $40,313 |
| ELI LILLY & CO | $28,461 | $3,258 | $25,203 | $25,203 |
| ENCOMPASS HEALTH CORP | $1,520 | $1,393 | $127 | $127 |
| EVERCORE INC. | $12,278 | $4,190 | $8,088 | $8,088 |
| HARTFORD INSURANCE GROUP | $772 | $450 | $322 | $322 |
| HOME DEPOT INC. | $765 | $162 | $603 | $603 |
| JP MORGAN CHASE | $616 | $387 | $229 | $229 |
| MONDELEZ INTL | $12,145 | $13,141 | -$996 | -$996 |
| WILLIAMS COS INC. | $792 | $607 | $185 | $185 |
| MOTOROLA SOLUTIONS | $13,974 | $10,625 | $3,349 | $3,349 |
| TAIWAN SEMICONDUCTOR | $63,236 | $38,688 | $24,548 | $24,548 |
| TJX COS INC | $19,570 | $9,993 | $9,577 | $9,577 |
| KEURIG DR PEPPER | $14,810 | $18,983 | -$4,173 | -$4,173 |
| DR HORTON INC | $13,016 | $13,127 | -$111 | -$111 |
| AIR PRODUCTS & CHEM | $9,149 | $5,490 | $3,659 | $3,659 |
| ANALOG DEVICES INC. | $7,238 | $4,934 | $2,304 | $2,304 |
| US TREAS NOTES 3.875% 11/15/26 | $100,000 | $99,877 | $123 | $123 |
| PROCTER & GAMBLE | $11,682 | $10,979 | $703 | $703 |
| AVERY DENNISON CORP | $24,244 | $29,809 | -$5,565 | -$5,565 |
| US TREAS NOTES 4.50% 3/31/26 | $100,000 | $100,436 | -$436 | -$436 |
| TARGA RESOURCES CORP | $16,622 | $7,423 | $9,199 | $9,199 |
| META PLATFORM CL A | $8,475 | $9,989 | -$1,514 | -$1,514 |
| INTUIT INC. | $7,003 | $9,785 | -$2,782 | -$2,782 |
| FISERV INC. NOTES | $126,121 | $125,366 | $755 | $755 |
| HOME DEPOT NOTES | $88,572 | $87,770 | $802 | $802 |
| UNITED PACIFIC SERV NOTES | $88,816 | $88,626 | $190 | $190 |
| US TREAS NOTES 4.125% 10/31/27 | $135,224 | $134,119 | $1,105 | $1,105 |
| STRYKER CORP NOTES | $74,991 | $74,965 | $26 | $26 |
| WELLS FARGO NOTES | $15,000 | $14,602 | $398 | $398 |
| PEPSICO INC NOTES | $75,329 | $75,100 | $229 | $229 |
| ANALOG DEVICES NOTES | $99,709 | $99,272 | $437 | $437 |
| JP MORGAN CHASE NOTES | $50,000 | $48,047 | $1,953 | $1,953 |
| AMAZON.COM NOTES | $25,171 | $25,003 | $168 | $168 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Capital Gain Net Income | $774,967 | CapitalGainNetIncomeAmt |
Excise Tax Based On Invst Incm ExciseTaxBasedOnInvstIncmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Investment Income Excise Tax | $13,128 | InvestmentIncomeExciseTaxAmt |
| Tax Under Section511 | $0 | TaxUnderSection511Amt |
| Subtotal | $13,128 | SubtotalAmt |
| Subtitle A Tax | $0 | SubtitleATaxAmt |
| Tax Based On Investment Income | $13,128 | TaxBasedOnInvestmentIncomeAmt |
| Estimated Plus Ovpmt Incm Tx | $10,000 | EstimatedPlusOvpmtIncmTxAmt |
| Exempt Frgn Org Tax Wthld At Srce | $0 | ExemptFrgnOrgTaxWthldAtSrceAmt |
| Extsn Request Income Tax Paid | $0 | ExtsnRequestIncomeTaxPaidAmt |
| Backup Withholding Withheld | $0 | BackupWithholdingWithheldAmt |
| Total Payments And Credits | $10,000 | TotalPaymentsAndCreditsAmt |
| Form2220 Attached | Yes (X) | Form2220AttachedInd |
| Es Penalty | $266 | EsPenaltyAmt |
| Tax Due | $3,394 | TaxDueAmt |
Statements Regarding Acty StatementsRegardingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Legislative Political Acty | 0 | LegislativePoliticalActyInd |
| More Than100 Spent | 0 | MoreThan100SpentInd |
| Form1120 POL Filed | 0 | Form1120POLFiledInd |
| Section4955 Organization Tax | $0 | Section4955OrganizationTaxAmt |
| Section4955 Managers Tax | $0 | Section4955ManagersTaxAmt |
| Tax Reimbursed | $0 | TaxReimbursedAmt |
| Activities Not Previously Rpt | 0 | ActivitiesNotPreviouslyRptInd |
| Changes To Articles Or Bylaws | 0 | ChangesToArticlesOrBylawsInd |
| Unrelated Bus Incm Over Limit | 0 | UnrelatedBusIncmOverLimitInd |
| Organization Dissolved Etc | 0 | OrganizationDissolvedEtcInd |
| Section508e Rqr Satisfied | Yes (1) | Section508eRqrSatisfiedInd |
| At Least5000 In Assets | Yes (1) | AtLeast5000InAssetsInd |
| Org Report Or Register State | NY | OrgReportOrRegisterStateCd |
| Form990 PF Filed With Atty Gen | Yes (1) | Form990PFFiledWithAttyGenInd |
| Private Operating Foundation | 0 | PrivateOperatingFoundationInd |
| New Substantial Contributors | 0 | NewSubstantialContributorsInd |
| Own Controlled Entity | 0 | OwnControlledEntityInd |
| Donor Advised Fund | Yes (1) | DonorAdvisedFundInd |
| Comply With Public Insp Rqr | Yes (1) | ComplyWithPublicInspRqrInd |
| Website Address | N/A | WebsiteAddressTxt |
| Individual With Books | MICHAEL GREENBERG - TREASURER | IndividualWithBooksNm |
| Phone | 5162794900 | PhoneNum |
Location Of Books US Address LocationOfBooksUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 APPLETREE LANE | AddressLine1Txt |
| City | CARLE PLACE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Foreign Accounts Question | 0 | ForeignAccountsQuestionInd |
Statements Regarding Acty4720 StatementsRegardingActy4720Grp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Sale Or Exch Disqualified Prsn | 0 | SaleOrExchDisqualifiedPrsnInd |
| Brrw Or Lend Disqualified Prsn | 0 | BrrwOrLendDisqualifiedPrsnInd |
| Furn Goods Disqualified Prsn | 0 | FurnGoodsDisqualifiedPrsnInd |
| Pay Comp Disqualified Prsn | 0 | PayCompDisqualifiedPrsnInd |
| Transfer Ast Disqualified Prsn | 0 | TransferAstDisqualifiedPrsnInd |
| Payment To Government Official | 0 | PaymentToGovernmentOfficialInd |
| Uncorrected Prior Acts | 0 | UncorrectedPriorActsInd |
| Undistributed Income PY | 0 | UndistributedIncomePYInd |
| Business Holdings | 0 | BusinessHoldingsInd |
| Jeopardy Investments | 0 | JeopardyInvestmentsInd |
| Uncorrected PY Jeopardy Invst | 0 | UncorrectedPYJeopardyInvstInd |
| Influence Legislation | 0 | InfluenceLegislationInd |
| Influence Election | 0 | InfluenceElectionInd |
| Grants To Individuals | 0 | GrantsToIndividualsInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Noncharitable Purpose | 0 | NoncharitablePurposeInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Subj To Tax Rmnrtn Ex Prcht Pymt | 0 | SubjToTaxRmnrtnExPrchtPymtInd |
Officer Dir Trst Key Empl Info OfficerDirTrstKeyEmplInfoGrp
Officer Dir Trst Key Empl OfficerDirTrstKeyEmplGrp (8 entries)
| Address Line1USAddress/AddressLine1Txt | CityUSAddress/CityNm | State AbbreviationUSAddress/StateAbbreviationCd | ZIPUSAddress/ZIPCd | TitleTitleTxt | Average Hrs Per Wk Devoted To PosAverageHrsPerWkDevotedToPosRt | CompensationCompensationAmt | Employee Benefit ProgramEmployeeBenefitProgramAmt | Expense Account Other AllwncExpenseAccountOtherAllwncAmt |
|---|---|---|---|---|---|---|---|---|
| WILLIAM C NEWMAN | ||||||||
| 39 MAIN STREET | NORTHAMPTON | MA | 01060 | DIRECTOR/PRESIDENT | 1.00 | $0 | $0 | $0 |
| ANDREW H LEVY | ||||||||
| 322 CENTRAL PARK WEST | NEW YORK | NY | 10025 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| MICHAEL GREENBERG | ||||||||
| 43 APPLETREE LANE | CARLE PLACE | NY | 11514 | DIRECTOR/TREASURER/SECRETARY | 1.00 | $0 | $0 | $0 |
| VICTORIA WOOLNER SAMUELS | ||||||||
| 1825 NORTH ORLEANS ST | CHICAGO | IL | 60614 | DIRECTOR/VICE-PRESIDENT | 1.00 | $0 | $0 | $0 |
| CATHERINE N WOOLNER | ||||||||
| 53 MOUNTAIN ROAD | GILL | MA | 01354 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LEAH A NEWMAN | ||||||||
| 61 LYMAN ROAD | NORTHAMPTON | MA | 01060 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| SARAH L SAMUELS | ||||||||
| 1714 W HURON STREET | CHICAGO | IL | 60622 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| LUKE RYAN | ||||||||
| 100 MAIN STREET | NORTHAMPTON | MA | 01060 | DIRECTOR | 1.00 | $0 | $0 | $0 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Comp Of Hghst Pd Empl Or NONE | NONE | CompOfHghstPdEmplOrNONETxt |
| Other Employee Paid Over50k | 0 | OtherEmployeePaidOver50kCnt |
Compensation Of Hghst Pd Cntrct CompensationOfHghstPdCntrctGrp
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | NEUBERGER BERMAN LLC | BusinessNameLine1Txt |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1290 AVENUE OF THE AMERICAS | AddressLine1Txt |
| City | NEW YORK | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 10104 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Service Type | INVESTMENT ADVISORY | ServiceTypeTxt |
| Compensation | $91,805 | CompensationAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contractor Paid Over50k | 0 | ContractorPaidOver50kCnt |
Sum Of Program Related Invst SumOfProgramRelatedInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $0 | TotalAmt |
Minimum Investment Return MinimumInvestmentReturnGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Average Monthly FMV Of Sec | $14,292,963 | AverageMonthlyFMVOfSecAmt |
| Average Monthly Cash Balances | $1,239,087 | AverageMonthlyCashBalancesAmt |
| FMV All Other Noncharitable Ast | $0 | FMVAllOtherNoncharitableAstAmt |
| Total FMV Of Unused Assets | $15,532,050 | TotalFMVOfUnusedAssetsAmt |
| Reduction Claimed | $0 | ReductionClaimedAmt |
| Acquisition Indebtedness | $0 | AcquisitionIndebtednessAmt |
| Adjusted Total FMV Of Unused Ast | $15,532,050 | AdjustedTotalFMVOfUnusedAstAmt |
| Cash Deemed Charitable | $232,981 | CashDeemedCharitableAmt |
| Net Vl Noncharitable Assets | $15,299,069 | NetVlNoncharitableAssetsAmt |
| Minimum Investment Return | $764,953 | MinimumInvestmentReturnAmt |
Distributable Amount DistributableAmountGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Minimum Investment Return | $764,953 | MinimumInvestmentReturnAmt |
| Tax Based On Investment Income | $13,128 | TaxBasedOnInvestmentIncomeAmt |
| Total Tax | $13,128 | TotalTaxAmt |
| Distributable Before Adj | $751,825 | DistributableBeforeAdjAmt |
| Recoveries Qualfied Distri | $0 | RecoveriesQualfiedDistriAmt |
| Distributable Before Ded | $751,825 | DistributableBeforeDedAmt |
| Deduction From Distributable | $0 | DeductionFromDistributableAmt |
| Distributable As Adjusted | $751,825 | DistributableAsAdjustedAmt |
PF Qualifying Distributions PFQualifyingDistributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Expenses And Contributions | $700,750 | ExpensesAndContributionsAmt |
| Program Related Invst Total | $0 | ProgramRelatedInvstTotalAmt |
| Qualifying Distributions | $700,750 | QualifyingDistributionsAmt |
Undistributed Income UndistributedIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Distributable As Adjusted | $751,825 | DistributableAsAdjustedAmt |
| Undistributed Income PY | $699,063 | UndistributedIncomePYAmt |
| Total For Prior Years | $0 | TotalForPriorYearsAmt |
| Total Excess Distribution Cyov | $0 | TotalExcessDistributionCyovAmt |
| Qualifying Distributions | $700,750 | QualifyingDistributionsAmt |
| Applied To Year1 | $699,063 | AppliedToYear1Amt |
| Applied To Prior Years | $0 | AppliedToPriorYearsAmt |
| Treated As Distri From Corpus | $0 | TreatedAsDistriFromCorpusAmt |
| Applied To Current Year | $1,687 | AppliedToCurrentYearAmt |
| Remaining Distri From Corpus | $0 | RemainingDistriFromCorpusAmt |
| Excess Distri Cyov App CY Corpus | $0 | ExcessDistriCyovAppCYCorpusAmt |
| Excess Distribution Cyov App CY | $0 | ExcessDistributionCyovAppCYAmt |
| Total Corpus | $0 | TotalCorpusAmt |
| Prior Year Undistributed Incm | $0 | PriorYearUndistributedIncmAmt |
| Prior Year Deficiency Or Tax | $0 | PriorYearDeficiencyOrTaxAmt |
| Taxable1 | $0 | Taxable1Amt |
| Taxable2 | $0 | Taxable2Amt |
| Undistributed Income CY | $750,138 | UndistributedIncomeCYAmt |
| Corpus Distri170b1 E Or4942g3 | $0 | CorpusDistri170b1EOr4942g3Amt |
| Excess Distri Cyov From Yr5 | $0 | ExcessDistriCyovFromYr5Amt |
| Excess Distri Cyov To Next Yr | $0 | ExcessDistriCyovToNextYrAmt |
Supplementary Information SupplementaryInformationGrp
Application Submission Info ApplicationSubmissionInfoGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Person | MICHAEL GREENBERG TREASURER | RecipientPersonNm |
Recipient US Address RecipientUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 43 APPLETREE LANE | AddressLine1Txt |
| City | CARLE PLACE | CityNm |
| State Abbreviation | NY | StateAbbreviationCd |
| ZIP | 11514 | ZIPCd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Recipient Phone | 5162794900 | RecipientPhoneNum |
| Form And Info And Materials | APPLICATIONS SHOULD BE SUBMITTED IN WRITING, GIVING DESCRIPTION OF ORGANIZATION AND ACTIVITIES CONDUCTED. | FormAndInfoAndMaterialsTxt |
| Submission Deadlines | NONE | SubmissionDeadlinesTxt |
| Restrictions On Awards | NONE | RestrictionsOnAwardsTxt |
Grant Or Contribution Pd Dur Yr GrantOrContributionPdDurYrGrp (13 entries)
| Address Line1RecipientUSAddress/AddressLine1Txt | CityRecipientUSAddress/CityNm | State AbbreviationRecipientUSAddress/StateAbbreviationCd | ZIPRecipientUSAddress/ZIPCd | Recipient RelationshipRecipientRelationshipTxt | Recipient Foundation StatusRecipientFoundationStatusCd | Grant Or Contribution PurposeGrantOrContributionPurposeTxt | AmtAmt | Address Line2RecipientUSAddress/AddressLine2Txt |
|---|---|---|---|---|---|---|---|---|
| BENNINGTON COLLEGE | ||||||||
| ONE COLLEGE DRIVE | BENNINGTON | VT | 05201 | NONE | PC | GENERAL | $60,000 | |
| CHICAGO SINAI CONGREGATION | ||||||||
| 15 WEST DELAWARE PLACE | CHICAGO | IL | 60610 | NONE | PC | GENERAL | $12,000 | |
| COLUMBIA COLLEGE | ||||||||
| 622 WEST 113TH STREET | NEW YORK | NY | 10025 | NONE | PC | GENERAL | $12,000 | |
| COMMUNITY FOUNDATION OF WESTERN MASSACHUSETTS | ||||||||
| 333 BRIDGE STREET | SPINGFIELD | MA | 01103 | NONE | PC | GENERAL | $318,600 | |
| JUSTWORLD INTERNATIONAL INC | ||||||||
| 11924 W FOREST HILL BLVD - SUITE | WELLINGTON | FL | 33414 | NONE | PC | GENERAL | $60,000 | 10A-396 |
| LIGHTHOUSE GUILD | ||||||||
| 250 WEST 64TH STREET | NEW YORK | NY | 10023 | NONE | PC | GENERAL | $60,000 | |
| LONG ISLAND LENDING A HELPING HAND | ||||||||
| 341 NY-25A | ROCKY POINT | NY | 11778 | NONE | PC | GENERAL | $4,200 | |
| MICHAEL J FOX FOUNDATION | ||||||||
| GRAND CENTRAL STATION POBOX 4777 | NEW YORK | NY | 10163 | NONE | PC | GENERAL | $12,000 | |
| PUBLIC THEATER | ||||||||
| 425 LAFAYETTE STREET | NEW YORK | NY | 10003 | NONE | PC | GENERAL | $60,000 | |
| ROOTS OF REFORM JUDAISM | ||||||||
| PO BOX 498009 | CINCINNATI | OH | 45249 | NONE | PC | GENERAL | $25,000 | |
| THE YARD INC | ||||||||
| PO BOX 405 | CHILMARK | MA | 02535 | NONE | PC | GENERAL | $60,000 | |
| UJA FEDERATION OF NEW YORK | ||||||||
| 130 EAST 59TH STREET | NEW YORK | NY | 10022 | NONE | PC | GENERAL | $12,000 | |
| AMERICAN FRIENDS OF RABIN MEDICAL CENTER | ||||||||
| 636 BROADWAY SUITE 618 | NEW YORK | NY | 10012 | NONE | PC | GENERAL | $4,200 | |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Grant Or Contri Pd Dur Yr | $700,000 | TotalGrantOrContriPdDurYrAmt |
| Total Grant Or Contri Apprv Fut | $0 | TotalGrantOrContriApprvFutAmt |
Analysis Income Producing Acty AnalysisIncomeProducingActyGrp
Dividends And Interest From Sec Dtl DividendsAndInterestFromSecDtl
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 14 | ExclusionCd |
| Exclusion | $287,350 | ExclusionAmt |
Gain Sales Ast Oth Than Invntry GainSalesAstOthThanInvntryGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Exclusion | 18 | ExclusionCd |
| Exclusion | $774,967 | ExclusionAmt |
Subtotals Incm Producing Acty SubtotalsIncmProducingActyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Unrelated Business Taxbl Incm | $0 | UnrelatedBusinessTaxblIncmAmt |
| Exclusion | $1,062,317 | ExclusionAmt |
| Related Or Exempt Function Incm | $0 | RelatedOrExemptFunctionIncmAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Income Producing Acty | $1,062,317 | TotalIncomeProducingActyAmt |
Trnsfr Trans Rln Nonchrtbl EO TrnsfrTransRlnNonchrtblEOGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Trnsfr Of Cash To Nonchrtbl EO | 0 | TrnsfrOfCashToNonchrtblEOInd |
| Trnsfr Other Asset Nonchrtbl EO | 0 | TrnsfrOtherAssetNonchrtblEOInd |
| Sales Or Exchanges Of Assets | 0 | SalesOrExchangesOfAssetsInd |
| Purchase Of Assets Nonchrtbl EO | 0 | PurchaseOfAssetsNonchrtblEOInd |
| Rental Of Facilities Oth Assets | 0 | RentalOfFacilitiesOthAssetsInd |
| Reimbursement Arrangements | 0 | ReimbursementArrangementsInd |
| Loans Or Loan Guarantees | 0 | LoansOrLoanGuaranteesInd |
| Performance Of Services Etc | 0 | PerformanceOfServicesEtcInd |
| Sharing Of Facilities Etc | 0 | SharingOfFacilitiesEtcInd |
| Relationships Nonchrtbl EO | 0 | RelationshipsNonchrtblEOInd |
Accounting Fees Schedule AccountingFeesSchedule
Accounting Fees Detail AccountingFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | MEYER HANDELMAN COMPANY | CategoryTxt |
| Amt | $3,100 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Investments Corp Bonds Schedule InvestmentsCorpBondsSchedule
Investments Corporate Bonds InvestmentsCorporateBondsGrp (23 entries)
| BondBondNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| BANK OF AMERICA CORP. | $49,837 | $50,473 |
| JP MORGAN CHASE | $62,934 | $62,854 |
| MCDONALDS CORP. | $124,810 | $125,480 |
| AMAZON.COM INC. | $75,008 | $75,307 |
| NEXTERA ENERGY | $124,983 | $125,690 |
| BROADCOM INC. | $124,834 | $125,699 |
| ORACLE CORP. | $123,865 | $124,184 |
| AMERICAN EXPRESS CO. | $80,687 | $81,516 |
| META PLATFORMS INC. | $83,634 | $85,427 |
| THERMO FISHER SCIENTIFIC | $86,276 | $86,125 |
| AIR PRODUCTS & CHEMICALS | $74,304 | $75,260 |
| MARSH MCLENNAN COS. | $124,934 | $125,220 |
| ASTRAZENECA FINANCE | $126,284 | $126,275 |
| COMCAST CORP. | $126,056 | $126,952 |
| BECTON DICKINSON & CO. | $125,714 | $126,011 |
| HERSHEY CO. | $124,780 | $126,115 |
| 3M CO. | $101,228 | $100,609 |
| DOMINION ENERGY INC. | $14,621 | $14,922 |
| MONDELEZ INTL INC. | $125,611 | $124,474 |
| APPLIED MATERIALS INC. | $124,750 | $121,970 |
| JOHN DEERE CAPITAL | $124,041 | $122,899 |
| MERCK & CO | $97,572 | $98,426 |
| STATE STREET SPDR BLOOMBERG | $286,053 | $285,917 |
Investments Corp Stock Schedule InvestmentsCorpStockSchedule
Investments Corporate Stock InvestmentsCorporateStockGrp (80 entries)
| StockStockNm | EOY Book ValueEOYBookValueAmt | EOYFMVEOYFMVAmt |
|---|---|---|
| ABBVIE INC. | $25,761 | $75,492 |
| ALPHABET INC. CL. A | $36,186 | $74,333 |
| ANALOG DEVICES INC. | $21,031 | $43,689 |
| BROADCOM INC. | $3,562 | $111,436 |
| CARLISLE COS. INC. | $19,952 | $29,383 |
| CARRIER GLOBAL CORP. | $52,938 | $57,066 |
| CBOE GLOBAL MARKETS INC. | $30,077 | $34,459 |
| CHEVRON CORP. | $16,929 | $22,709 |
| CINTAS CORP. | $6,366 | $54,085 |
| CME GROUP INC. | $8,829 | $9,496 |
| CMS ENERGY CORP | $28,101 | $32,895 |
| ELI LILLY & CO. | $9,443 | $106,749 |
| ENCOMPASS HEALTH CORP. | $42,890 | $41,038 |
| EVERCORE INC. | $4,898 | $15,365 |
| HARTFORD INSURANCE GROUP | $29,424 | $53,406 |
| HOME DEPOT INC. | $7,912 | $34,563 |
| HUBBELL INC. | $40,544 | $46,565 |
| JP MORGAN CHASE & CO | $33,872 | $52,373 |
| KKR & CO INC. | $20,063 | $18,998 |
| META PLATFORMS INC. | $34,171 | $38,867 |
| MONDELEZ INTL INC. | $30,334 | $35,398 |
| MOTOROLA SOLUTIONS INC. | $24,865 | $68,938 |
| NEXTERA ENERGY INC. | $15,178 | $50,556 |
| PARKER HANNIFIN CORP. | $38,499 | $51,840 |
| PROCTER & GAMBLE CO. | $9,200 | $10,118 |
| REINSURANCE GROUP OF AMERICA | $47,916 | $49,973 |
| SEMPRA | $20,567 | $33,654 |
| SNAP-ON INC. | $43,694 | $54,324 |
| TARGA RESOURCES CORP. | $18,867 | $56,578 |
| TJX COMPANIES INC. | $27,827 | $63,479 |
| TRAVELERS COS. INC. | $29,761 | $47,867 |
| UNITED HEALTH GROUP INC. | $26,926 | $59,851 |
| WALMART INC. | $24,102 | $30,467 |
| WASTE MANAGEMENT INC. | $32,268 | $52,377 |
| WESTERN DIGITAL CORP. | $8,990 | $116,247 |
| WILLIAMS COS. INC. | $30,721 | $65,717 |
| ACCENTURE PLC | $10,973 | $12,444 |
| TAIWAN SEMICONDUCTOR | $55,648 | $136,585 |
| ALPHABET INC. CL. C | $65,907 | $812,659 |
| AMAZON.COM INC. | $207,314 | $476,680 |
| AMETEK INC. | $95,193 | $266,134 |
| ANALOG DEVICES INC. | $50,018 | $397,170 |
| APPLE INC. | $30,690 | $578,720 |
| ASML HOLDING NV | $123,873 | $397,888 |
| ASTRAZENECA PLC | $67,309 | $132,734 |
| BOSTON SCIENTIFIC CORP. | $336,523 | $226,204 |
| CATERPILLLAR INC. | $64,155 | $212,980 |
| COCA-COLA CO | $149,504 | $243,810 |
| DANAHER CORPORATION | $204,318 | $266,672 |
| WALT DISNEY CO | $116,731 | $115,500 |
| EATON CORPORATION | $77,500 | $117,183 |
| ELI LILLY & CO. | $83,978 | $149,929 |
| EOG RESOURCES INC. | $189,817 | $207,568 |
| HOME DEPOT INC. | $145,070 | $246,876 |
| ICU MEDICAL INC. | $169,319 | $234,560 |
| JP MORGAN CHASE | $143,374 | $556,461 |
| LINDE PLC | $204,757 | $285,417 |
| MCDONALDS CORP. | $108,580 | $216,248 |
| META PLATFORMS INC. | $204,062 | $211,234 |
| MICROSOFT CORP | $168,438 | $801,993 |
| NEXTERA ENERGY INC. | $190,590 | $263,310 |
| NVIDIA CORPORATION | $271,823 | $940,423 |
| TJX COMPANIES INC. | $39,509 | $90,900 |
| VISA INC | $266,766 | $343,090 |
| AMPHENOL CORP | $52,443 | $71,057 |
| GENERAL ELECTRIC CORP | $17,112 | $20,555 |
| MICROSOFT CORP | $57,059 | $45,135 |
| NVIDIA CORP | $28,149 | $27,812 |
| VICTORY CAPITAL HOLDING | $54,479 | $66,239 |
| FERRARI NV | $32,929 | $29,411 |
| LINDE PLC | $33,362 | $37,364 |
| RB GLOBAL INC. | $28,541 | $28,763 |
| WELLTOWER INC. | $16,677 | $17,704 |
| BROADCOM INC. | $237,144 | $264,425 |
| CHURCH & DWIGHT CO INC | $196,789 | $222,824 |
| CSX CORP | $142,330 | $190,120 |
| ECHO STAR CORPORATION | $88,515 | $81,200 |
| MOTOROLA SOLUTIONS INC. | $123,862 | $134,969 |
| STRYKER CORP. | $321,724 | $322,711 |
| APOLLO GLOBAL MGMT INC. | $30,458 | $32,180 |
Investments Govt Obligations Sch InvestmentsGovtObligationsSch
| Field | Value | IRS element (for citing) |
|---|---|---|
| US Govt Obligations Book Vl EOY | $498,786 | USGovtObligationsBookVlEOYAmt |
| US Govt Obligations EOYFMV | $499,052 | USGovtObligationsEOYFMVAmt |
| State Local Sec Book Vl EOY | $0 | StateLocalSecBookVlEOYAmt |
| State Local Sec EOYFMV | $0 | StateLocalSecEOYFMVAmt |
Other Expenses Schedule OtherExpensesSchedule
Other Expenses Schedule OtherExpensesScheduleGrp (2 entries)
| DescDesc | Revenue And Expenses Per BooksRevenueAndExpensesPerBooksAmt | Net Investment IncomeNetInvestmentIncomeAmt | Disbursements Charitable PrpsDisbursementsCharitablePrpsAmt |
|---|---|---|---|
| CUSTODY FEES | $7,564 | $7,564 | $0 |
| NYS FILING FEES | $750 | $0 | $750 |
Other Professional Fees Schedule OtherProfessionalFeesSchedule
Other Professional Fees Detail OtherProfessionalFeesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | INVESTMENT ADVISORY FEES | CategoryTxt |
| Amt | $110,293 | Amt |
| Net Investment Income | $110,293 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
Taxes Schedule TaxesSchedule
Taxes Detail TaxesDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Category | EXCISE TAX ON INVESTMENT INCOME | CategoryTxt |
| Amt | $14,575 | Amt |
| Net Investment Income | $0 | NetInvestmentIncomeAmt |
| Disbursements Charitable Prps | $0 | DisbursementsCharitablePrpsAmt |
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